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NFP Retirement Inc’s Schwab US TIPS ETF SCHP Stock Holding History

NFP Retirement Inc’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.66M Buy
138,091
+18,844
+16% +$503K 0.2% 73
2026
Q1 		$3.17M Buy
119,247
+11,999
+11% +$320K 0.19% 78
2025
Q4 		$2.84M Buy
107,248
+17,043
+19% +$457K 0.17% 79
2025
Q3 		$2.43M Buy
90,205
+18,044
+25% +$483K 0.16% 85
2025
Q2 		$1.93M Sell
72,161
-11,752
-14% -$311K 0.13% 94
2025
Q1 		$2.26M Buy
83,913
+4,182
+5% +$110K 0.18% 67
2024
Q4 		$2.06M Buy
79,731
+3,317
+4% +$87.2K 0.16% 79
2024
Q3 		$2.05M Sell
76,414
-19,334
-20% -$511K 0.17% 82
2024
Q2 		$2.49M Sell
95,748
-7,428
-7% -$192K 0.21% 67
2024
Q1 		$2.69M Sell
103,176
-16,984
-14% -$441K 0.23% 64
2023
Q4 		$3.14M Buy
120,160
+786
+0.7% +$20K 0.53% 44
2023
Q3 		$3.01M Sell
119,374
-22,998
-16% -$593K 0.58% 40
2023
Q2 		$3.73M Sell
142,372
-4,896
-3% -$130K 0.7% 36
2023
Q1 		$3.95M Buy
147,268
+15,538
+12% +$409K 0.79% 32
2022
Q4 		$3.41M Buy
131,730
+51,778
+65% +$1.35M 0.75% 35
2022
Q3 		$2.07M Buy
79,952
+23,770
+42% +$661K 0.51% 55
2022
Q2 		$1.57M Sell
56,182
-52,880
-48% -$1.53M 0.4% 59
2022
Q1 		$3.31M Buy
109,062
+73,310
+205% +$2.25M 0.78% 37
2021
Q4 		$1.12M Buy
+35,752
New +$1.13M 0.4% 46
2021
Q3 		– Sell
-22,186
Closed -$693K – 142
2021
Q2 		$693K Buy
+22,186
New +$688K 0.27% 63

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NFP Retirement Inc's SCHP Position: Q2 2026 in Review

NFP Retirement Inc increased its Schwab US TIPS ETF (SCHP) stake by 16% in Q2 2026, buying an estimated $503K and bringing the position to 138,091 shares worth $3.66M. The position accounts for 0.2% of the portfolio, ranked #73.

NFP Retirement Inc first reported a position in SCHP in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.95M in Q1 2023. 788 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • NFP Retirement Inc held 138,091 shares of Schwab US TIPS ETF worth $3.66M as of Q2 2026.
  • NFP Retirement Inc bought 18,844 Schwab US TIPS ETF shares in Q2 2026, an estimated $503K.
  • Schwab US TIPS ETF made up 0.2% of NFP Retirement Inc's portfolio in Q2 2026, its #73 holding.
  • NFP Retirement Inc first reported a position in Schwab US TIPS ETF in Q2 2021 and has held it in 20 quarters since.
  • NFP Retirement Inc's Schwab US TIPS ETF position peaked at $3.95M in Q1 2023.
  • 788 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.